Plan5500

Archbright Multiple Employer Plan As Adopted By Haakon Industries, Inc. — Form 5500 plan (Haakon Industries, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Archbright Multiple Employer Plan As Adopted By Haakon Industries, Inc. is a benefit plan reported by Haakon Industries, Inc. under EIN 98-0132585 and plan number 002. The latest loaded filing year is 2023. The filing reports 294 participants and $5,259,662 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Haakon Industries, Inc.
EIN
98-0132585
Plan number
002
Plan type
2
Location
White Plains, NY
Latest filing year
2023
Participants
294
End-of-year plan assets
$5,259,662

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023294H, C20241002061838NAL0003840435001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,259,662
Total liabilities (EOY)
$0
Net assets (EOY)
$5,259,662
Net assets (BOY)
$3,648,706

Income & contributions

Employer contributions
$263,384
Participant contributions
$449,138
Total contributions
$1,130,968
Total income / additions
$1,830,016

Expenses & distributions

Benefits paid
$162,998
Administrative expenses
$56,062
Total expenses
$219,060
Net increase / (decrease)
$1,610,956

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pentegra Services, IncRECORDKEEPER$56,062not reported in the loaded dataset2023
Trutina FinancialADVISOR$0not reported in the loaded dataset2023
Reliance Trust Co.CUSTODIAL$0not reported in the loaded dataset2023

Related Form 5500 pages